Sales Operations Data Specialist

FirstService Residential; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical plans

Dental and vision coverage

401(k) with competitive company match

Paid holidays

Time-off benefits

Job summary

A residential service provider located in New York seeks a Sales Operations Data Specialist to create and maintain reporting for the corporate sales team while supporting regional reporting needs. The ideal candidate will analyze existing reporting systems, implement process optimizations, and collaborate cross-functionally. A bachelor's degree and advanced MS Excel skills are essential, along with excellent communication and problem-solving abilities. Comprehensive benefits and a dynamic work environment await.

Qualifications

• Bachelor's degree in a relevant field (e.g. Computer Science).
• Advanced knowledge in MS Excel including PivotTables, DAX, and Data Tables.
• Microsoft Dynamics 365 CRM or other CRM experience a plus.
• Attention to detail and commitment to executing work efficiently.
• Excellent critical thinking, problem solving and organizational skills.

Responsibilities

• Collaborate with Sales Data & Systems Manager and departments to ensure reporting aligns with goals.
• Gather feedback from users to optimize reporting practices.
• Analyze existing reporting for improvement and automation opportunities.
• Implement changes to optimize processes and enhance efficiency.
• Administer Sales compensation quarterly bonus files.

Skills

Advanced knowledge in MS Excel including PivotTables, DAX, and Data Tables

Microsoft Dynamics 365 CRM or other CRM experience

Power BI or other visualization software knowledge

Attention to detail

Excellent critical thinking

Problem solving

Organizational skills

Excellent communication and interpersonal skills

Ability to work collaboratively with cross-functional teams

Learner mindset

Education

Bachelor's degree in a relevant field

Job description

Overview

As a Sales Operations Data Specialist, this position is responsible for creating and maintaining reporting for the corporate sales team, as well as supporting Regional reporting needs, related to new business development monthly/quarterly reporting, sales systems reporting, forecast/budget planning, and sales compensation documents. This role reports to the Sales Data & Systems Manager with regular communication with the RVPs of Sales for management of Regional reporting and territory planning as needed. The Sales Operations Data Specialist will work closely with the Corporate Sales Team on continuous collaboration for company reporting standards, best practices, and data visualization for company use.

Responsibilities

• Collaborate with the Sales Data & Systems Manager and various departments/teams to understand their unique requirements and ensure that reporting aligns with organizational goals.
• Gather feedback from users to continuously improve and optimize the reporting best practices.
• Analyze existing reporting and identify opportunities for improvement and automation.
• Implement changes to optimize processes, reduce manual effort, and enhance overall efficiency.
• Work with Sales Data & Systems Manager on developing reporting to provide insights into key metrics and activities.
• Maintain monthly charge back reporting on CRM users.
• Prepare monthly and quarterly sales performance and metrics company reporting.
• Data entry for Regional goals and quotas.
• Administer Sales compensation quarterly bonus files.
• Work with Regional leadership and finance on forecasting, budgeting, and territory planning projects as needed.
• Audit data on a regular basis to ensure data accuracy.
• Create and maintain a reference guide for reports.
• Participate in ad hoc projects to optimize processes and/or improve the data and reporting quality.

Qualifications

• Bachelor's degree in a relevant field (e.g. Computer Science).
• Advanced knowledge in MS Excel including PivotTables, DAX, and Data Tables.
• Microsoft Dynamics 365 CRM or other CRM experience a plus.
• Power BI or other visualization software knowledge a plus.
• Attention to detail and commitment to executing work efficiently.
• Excellent critical thinking, problem solving and organizational skills.
• Detail oriented, with a capacity to multitask and manage multiple projects and assignments, often competing with deadlines.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively with cross-functional teams.
• Learner mindset, always willing to research, take a course, and discover ways to grow themselves.

What We Offer

As a full-time associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision. In addition, you will be eligible for time-off benefits, paid holidays, and a 401(k) with a competitive company match. Occasional travel may be required to attend training and other company functions.

AEDT Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.

Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.

Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel [e-mail].

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at [e-mail]; we will respond in accordance with Local Law 144, within 30 days.